WFG
TCAL

Wills Financial Group’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Wills Financial Group’s Portfolio TCAL Stock Details TCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Buy
22,798
+1,183
+5% +$27.8K 0.19% 56
2025
Q4 		$509K Buy
+21,615
New +$520K 0.19% 58

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Wills Financial Group's TCAL Position: Q1 2026 in Review

Wills Financial Group increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 5.5% in Q1 2026, buying an estimated $27.8K and bringing the position to 22,798 shares worth $503K. The position accounts for 0.19% of the portfolio, ranked #56.

Wills Financial Group first reported a position in TCAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $509K in Q4 2025. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • Wills Financial Group held 22,798 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $503K as of Q1 2026.
  • Wills Financial Group bought 1,183 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $27.8K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.19% of Wills Financial Group's portfolio in Q1 2026, its #56 holding.
  • Wills Financial Group first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Wills Financial Group's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $509K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.